As of August 28, 2016. "Cash" = personal cash. "Stocks" = all non-registered equity investments, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs), but also including RESP holdings for Kevin. "Bonds" = corporate cash (only actual cash, does not include any money in brokerage accounts). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = investments in RRSP accounts only. "Other Assets" = investments in TFSA accounts only.
Portfolio continues to just maintain the status quo, but despite the fact that I'm currently on paternity leave it looks like things are continuing to move in the right direction for now. Income should return to normal by the end of September when I return back to work. TFSA account took a hit as my REIT holdings dived a bit, hopefully it will bounce back shortly. I need to top up the remainder of my RRSP account and then likely contribute to my partner's TFSA for some extra buffer cash as required. I would also like to contribute at least the $2,500 to Kevin's RESP so that I can get the annual grant from the federal government accordingly. |